Reading the tape
NASDAQ: RUN
Sunrun Inc.
Energy · Solar
Market Cap
$3.08B
52w High
$22.44
52w Low
$5.38
P/E
6.78
Volume
1.07M
Outstanding Shares
234.49M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 81.95%Revenue (TTM): 45.11%FCF (TTM): 68.4%P/E: 26th pct
What changed
The stock rose 81.95% over the last year. Revenue grew 45.11% over the trailing twelve months. Operating margin moved from -181.34% to -4.34%. Free cash flow grew 68.4% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 26th percentile of their historical P/E range.
What would invalidate this read
Operating margin is at -4.34%. Revenue grew 45.11% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
Sunrun Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States.
CEOMary Grace Powell
SectorEnergy
IndustrySolar
Employees11,058
IPO dateAug 5, 2015
Valuation
Forward P/E—
EV/EBITDA8.75
Enterprise value$17.93B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth123.5%
Gross margin28.6%▲66.22%vs FY2024
Operating margin-4.34%▲97.65%vs FY2024
ROE14.36%▲112.89%vs FY2024
Analyst consensus
RatingBuy
Target price$18.14▲38.21%
22
Buy
13
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 6, 2026
Q2 FY26 · EPS est -$0.05 · Revenue est $688.49M
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